Thread fields
Thread fields let you store structured data directly on a thread, things like account IDs, deal values, renewal dates, or any custom information your team needs to track.
Once set, thread fields can be used to filter and sort your queue, trigger workflow rules, and keep agents consistent through required and read-only fields.
Configure thread fields in Settings → Thread fields.
Field types
Type | Description |
|---|---|
Boolean | A true or false toggle |
Text | Free-form text input |
Dropdown | Single select from a list of options you define |
Number | A numeric value |
Currency | A monetary value |
Date | A date and time |
Number, Currency, and Date fields can be used as queue filters and for sorting.
Additional configuration
Read-only fields: Mark any field as read-only so agents can see the value but cannot edit it.
Conditional fields: Fields can be nested so that one field only appears based on the value of another. Use this to build dynamic forms that adapt to what agents enter.
Required fields: Mark a field as required to ensure agents fill it in before marking a thread as Done.
AI auto-fill: Plain can automatically fill thread fields using AI. To enable it, open the settings for a field and turn on Autofill via AI.
All field types work as conditions in the workflow builder, letting you route, prioritize, and automate based on any thread field value.
Thread fields can be created, updated, and read programmatically using Plain's GraphQL API.